Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)
This table provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.8KClosed |
$395K - $490K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1New |
$68.1 - $84.6
|
1
$85.8
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37.5KClosed |
$2.55M - $3.17M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14KClosed |
$77.3K - $96K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-32.1KClosed |
$2.19M - $2.72M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
47New |
$3.2K - $3.98K
|
47
$4.03K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.1KNew |
$279K - $347K
|
4.1K
$352K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.42KClosed |
$165K - $205K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38New |
$2.59K - $3.22K
|
38
$3.26K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
92New |
$6.26K - $7.78K
|
92
$7.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-350KClosed |
$23.8M - $29.6M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6New |
$408 - $508
|
6
$515
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-23.4KClosed |
$1.59M - $1.98M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-691- 57.92% |
$47K - $58.5K
|
502
$43.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
237New |
$16.1K - $20.1K
|
237
$20.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.38KNew |
$366K - $455K
|
5.38K
$462K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
85New |
$5.79K - $7.19K
|
85
$7.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$2.25K - $2.79K
|
33
$2.83K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.65KClosed |
$453K - $563K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
32.7K+ 214.39% |
$2.23M - $2.77M
|
47.9K
$4.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.18M - $1.46M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
470+ 6714.29% |
$32K - $39.8K
|
477
$40.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
15.7KNew |
$1.07M - $1.33M
|
15.7K
$1.35M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-111Closed |
$7.56K - $9.39K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
561New |
$38.2K - $47.5K
|
561
$48.2K
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-550Closed |
$42.6K - $49.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-26.4KClosed |
$2.05M - $2.36M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-208Closed |
$16.1K - $18.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.1KClosed |
$781K - $900K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-28.2KClosed |
$2.18M - $2.51M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.5KClosed |
$116K - $134K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 131.34% |
$6.81K - $7.86K
|
155
$13.3K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-147Closed |
$11.4K - $13.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19KClosed |
$92.2K - $106K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-30.7KClosed |
$2.38M - $2.74M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-66Closed |
$5.11K - $5.89K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-32.5KClosed |
$2.52M - $2.9M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-344Closed |
$26.6K - $30.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.32KClosed |
$180K - $207K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
36.7KNew |
$2.84M - $3.28M
|
36.7K
$3.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.42KClosed |
$187K - $216K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-417Closed |
$32.3K - $37.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.9KClosed |
$338K - $407K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.9KClosed |
$252K - $303K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-57Closed |
$4.95K - $5.95K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.63KClosed |
$315K - $379K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-65Closed |
$5.65K - $6.78K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.51KClosed |
$218K - $262K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-42KClosed |
$3.64M - $4.38M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-955Closed |
$83K - $99.7K
|
0
$0
|
|